Questions Great Financial Advisors Ask... and Investors Need to Know
by Alan Parisse, David Richman
Questions Great Financial Advisors Ask... and Investors Need to Know examines the questions at the heart of financial advisor and investor conversations. Alan Parisse and David Richman offer a focused resource for readers seeking greater clarity around communication, planning, and informed financial decision-making.
About This Book
Questions Great Financial Advisors Ask... and Investors Need to Know focuses on the questions central to financial advisory conversations.
Written by Alan Parisse and David Richman, the book considers the interaction between financial advisors and investors.
Its subject matter includes communication, financial planning, and the information investors need when evaluating important financial decisions.
The title presents a useful resource for readers interested in understanding the questions that can guide advisor-investor discussions.
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